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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,164 | $138,078+21.1% | $125,363+33.3% | $134,509+24.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.69% | 750.49%-764.2pp | 572.15%-585.8pp | 418.13%-431.8pp |
| Employer contribution / active EE | $1,978 | $5,245-62.3% | $4,815-58.9% | $4,741-58.3% |
| Participant deferral / active EE | $400 | $7,800-94.9% | $7,447-94.6% | $6,400-93.8% |
| Admin fee / account holder | $6,419 | $11,566-44.5% | $10,005-35.8% | $11,427-43.8% |